Cypress Wealth Services Q1 2026 Portfolio Activity: Significant ETF Purchases & Sales

Cypress Wealth Services, LLC has released its investment activity report for the period ending June 30, 2026 (Q1 2026). This filing provides valuable insights into how the firm managed its substantial portfolio valued at approximately $735.8 million during this quarter.

The investor's actions were concentrated in ETF transactions. Among the most notable purchases was a significant increase in Vanguard Variable Insurance Funds (MGK), where holdings rose by 389% or an additional 93,640 shares compared to the previous period. This substantial move can be seen as Vanguard World Fund being a key focus for Cypress Wealth Services this quarter.

Cypress also demonstrated strong buying interest in Vanguard Index Funds (VO), adding 67,080 shares or approximately 296.7% more than before. This suggests continued confidence in Vanguard offerings and broad market exposure strategies.

The firm's activity report further shows a purchase of First Trust Exchange-Traded Fund Shares VI (DAPR), adding 22,848 shares which represents a 100% increase. This indicates potential interest in First TR ETF and its specific market exposure.

In addition to these major purchases, Cypress Wealth Services increased holdings slightly but meaningfully in other areas during Q1 2026. The investor boosted shares of iShares Core U.S. Aggregate Bond (EFG) by about 46.7% or an additional 27,094 units and added some positions to the SPDR Series Trust (SPLG), though these were not as dramatic in percentage terms.

Conversely, the report indicates several notable sales activities during this period. The investor sold shares of iShares Core US Treasury Bond (QUAL) by approximately 50.8% and reduced holdings significantly in iShares 20+ Year Treasury Bond ETF (EFV), which saw a nearly 56.3% decrease.

Furthermore, the activity report shows Cypress exiting positions entirely or substantially reducing others like IEMG (-25.4%), VTIP (-45.5%), and SPEM (-26%). The firm also sold ETFs that were previously part of its core holdings, including SCHWAB Strategic Trust (SCMB) which was completely divested during this quarter.

Overall, the Q1 2026 filing suggests Cypress Wealth Services focused on strengthening positions in broad market and bond funds from Vanguard and iShares while strategically reducing exposure to certain sector-specific ETFs. For more detailed information about Cypress Wealth Services' holdings, please visit the provided link.